See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,151 | $100,852-33.4% | $90,404-25.7% | $158,922-57.7% |
| Participation rate | 61.1% | 75.0%-13.9pp | 72.7%-11.6pp | 82.0%-20.8pp |
| Annual return | 20.69% | 1724.20%-1703.5pp | 1293.02%-1272.3pp | 302.83%-282.1pp |
| Employer contribution / active EE | $1,965 | $3,689-46.7% | $3,262-39.8% | $4,761-58.7% |
| Participant deferral / active EE | $2,461 | $4,348-43.4% | $3,963-37.9% | $5,982-58.9% |
| Admin fee / account holder | $258 | $6,501-96.0% | $5,611-95.4% | $11,246-97.7% |